Aegis Wealth Management (Maryland)’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio DFLV Stock Details DFLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.44M	Buy	36,405 +4,378	+14%	+$168K	0.68%	38
2026 Q1	$1.14M	Buy	32,027 +3,519	+12%	+$127K	0.65%	40
2025 Q4	$975K	Buy	28,508 +722	+3%	+$24.1K	0.55%	43
2025 Q3	$914K	Buy	27,786 +7,747	+39%	+$248K	0.49%	42
2025 Q2	$613K	Hold	20,039	–	–	0.37%	52
2025 Q1	$613K	Buy	20,039 +8,531	+74%	+$264K	0.36%	55
2024 Q4	$346K	Buy	+11,508	New	+$360K	0.23%	70

Other funds holding DFLV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Aegis Wealth Management (Maryland)'s DFLV Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Dimensional US Large Cap Value ETF (DFLV) stake by 14% in Q2 2026, buying an estimated $168K and bringing the position to 36,405 shares worth $1.44M. The position accounts for 0.68% of the portfolio, ranked #38.

Aegis Wealth Management (Maryland) first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Aegis Wealth Management (Maryland) held 36,405 shares of Dimensional US Large Cap Value ETF worth $1.44M as of Q2 2026.
Aegis Wealth Management (Maryland) bought 4,378 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $168K.
Dimensional US Large Cap Value ETF made up 0.68% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #38 holding.
Aegis Wealth Management (Maryland) first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.